Bookkeeper | Virtual Assistant | Loan Originator | Social Me

Overview

Looking for full-time work (8 hours/day)

at $5.78/hour ($1,120.00/month)

Associates degree

Last Active

July 15th, 2026 (8 days ago)

Member Since

July 5th, 2023

Profile Description

Hi there! I a ---------- lissa ---------- , a dependable and results-oriented Virtual Assistant with over five years of experience working with American companies in sales, loan processing, administration, customer service, and financial operations. I love encouraging organizations to run more efficiently by managing daily routines with attention to detail and professionalism.  

Core Skills & Services  

Lead Generation & Report Email Sending (Apollo, warm/cold email campaigns)

Client Support & Communication (email, chat and VOIP calls via MicroSIP and APN Dialer)  

CRM & Database Management (SherpaDesk, PetDesk, Telegence, Rio)  

Loan Pre-Underwriting & Application Processing (financial review with Decision Logic)  

Bookkeeping, Billing Support (invoicing, accounts payable/receivable AR)  

>Email & Calendar Management (Google Workspace, Microsoft Outlook)  

Admin Support (project coordiantion, reporting, task organization, data entry)  


Tools & Software Proficiency  

CRMs Apollo, SherpaDesk, PetDesk, Telegence, Rio  

Finance Tools: QuickBooks, NetSuite, Decision Logic  

Communication: MicroSIP (VOIP), APN Dialer, Gmail, Outlook  

Office Suites: Google Workspace, Microsoft Office (excel, word, power point)  

Lead Gen Tools: Lead Generation Panda  

Medical/Vet Admin: EVet, Scribe  

Work Ethic & Strengths  

Work related traits include being organized and highly reliable while also being detail-oriented